Consists of 30-50 ADR securities with market capitalizations over $1 billion and seeks income from international equity investment with a reasonable level of growth.
Consist of 15-30 U.S. based securities with market capitalizations over $1 billion and seeks growth by investing in companies that meet infrastructure, capital appreciation, or disruptive themes
Consists of 50 – 70 stocks that seek long-term capital appreciation by investing in a diversified portfolio of publicly traded companies from around the world.
Consists of 40–60 stocks with market capitalizations greater than $5 billion. The Top 10 positions, by weight, will range between 30-45% of the portfolio. The performance benchmark is the Russell 1000 Growth Index.
Consists of equity securities for capital appreciation and investment grade bond securities/exchange-traded funds for capital preservation to meet the client’s objectives.
Consists of stocks with market capitalizations generally between $250 million and $5 billion. The performance benchmark is the S&P 600 Index.
Consists of investment-grade bond securities and exchange-traded funds (ETFs) to meet capital preservation and income objectives.
Consists of 30-50 U.S. based securities with market capitalizations over $1 billion, generating income with reasonable level of growth.
